Huawei has another major event, with the upcoming release of Mate 70! Following Huawei's official announcement on November 18, global attention is once again focused on this highly anticipated flagship smartphone. The unveiling of the Huawei Mate 70 series not only showcases Huawei's ambition and strength in the high-end smartphone market but also heralds a new round of recovery in the consumer electronics industry chain.

01. Huawei Mate 70 will be unveiled

On November 18, Huawei officially announced that the Huawei Mate 70 series will be unveiled at the Mate brand ceremony on November 26. According to Huawei's official store, pre-orders for the Huawei Mate 70 series began on November 18. Within five minutes of pre-orders opening, over 270,000 people had reserved, exceeding one million within ten minutes, and the number of reservations continued to increase steadily as of press time.

Based on publicly available information, Huawei's official store indicates that the new series offers eight color options: Obsidian Black, Fir Green, Snow White, Ink Black, Hyacinth Purple, Feather White, Golden Silk, and Flying Celestial Blue. It is available in a 16GB+1TB configuration and is scheduled for official release at 18:08 on November 26.

Currently, the appearance of the Huawei Mate 70 Pro+ has been officially released, showcasing its rear circular camera module design with three cameras and a flash, adorned with a highlighted gold bezel that ingeniously incorporates Parisian nailhead elements. It is expected that Huawei will soon announce more details about the camera system. Additionally, the designs of other models will be unveiled in succession.

It is reported that the upcoming Mate 70 series will be equipped with a new generation of Kirin chips, a significant upgrade from the Kirin 9000 series, and will natively support Pure HarmonyOS NEXT, AI large models, and more. The industry is optimistic about the subsequent sales of the Mate 70 series products. Yu Chengdong has stated that the Mate 70 series is the "most powerful Mate ever."

Since the return of the Mate 60 last year, Huawei has been reclaiming lost ground in the mobile phone market, accelerating its comeback, and continuously exerting effort in the software and hardware industry chain to build a new terminal ecosystem. According to the IDC Quarterly Mobile Phone Tracker Report, in the third quarter of 2024, smartphone shipments in the Chinese market totaled approximately 68.78 million units. Among them, Huawei had a market share of 15.3% in the third quarter, ranking third, and has achieved double-digit year-on-year growth for several consecutive quarters.

This achievement is not only due to Huawei's continuous breakthroughs in technological innovation but is also closely related to consumers' high recognition and loyalty to the Huawei brand. The release of the Huawei Mate 70 series represents another important layout by Huawei in the smartphone market. With the increasing number of Mate 70 pre-orders, the stock prices of relevant listed companies with a high "Huawei content" may experience significant growth.

Ningbo Xingzheng Securities stated that the Huawei Mate 70 series smartphones are expected to further consolidate Huawei's position in the high-end smartphone market and accelerate the commercialization of native HarmonyOS. As Huawei launches new products, potentially driving the replacement process, the relevant industry chain is expected to continue benefiting.

02. A-share industry chain attracts significant attention

With the opening of Huawei Mate 70 product pre-orders, the Huawei concept sector in the A-share market has attracted considerable attention. Currently, there are over a hundred concept stocks in the A-share market related to Huawei's mobile phone industry chain. These companies play a crucial role in supplying key components such as Huawei mobile phone cameras, screens, and display modules.

In the supply of key components such as Huawei mobile phone cameras, screens, and display modules, listed companies like BOE, Li Yuan Information, Weier Shares, O-Film Tech, Visionox, etc., have played significant roles. Goodix provides unlocking solutions for Mate series phones, while companies like Dafu Technology and Suobede support the research and application of 5.5G communication technology. Guanghong Technology, as the contract manufacturer for Huawei Mate series phones, ensures high-quality products and on-time delivery while deeply participating in Huawei's automotive communication-related businesses.

Huawei HarmonyOS software concept stocks, such as Runhe Software, Kelan Software, iSoftStone, Dahua Intelligence, Changshan Beiming, Tuowei Information, Guoke Micro, and Yanhua Intelligence, will also benefit from the release of the Mate 70 series. Runhe Software, as a HarmonyOS development service provider, has created a one-stop solution for HarmonyOS native application development and has already been implemented in the financial and other industries. Kelan Software has successively undertaken the construction services for mobile banking HarmonyOS native apps for dozens of financial institutions.

Multiple securities firms' research reports indicate that Huawei has begun preheating and promoting the Mate 70 series, and they are optimistic about its sales performance after its launch. They recommend continuous monitoring of the Huawei industry chain.

The release of the Huawei Mate 70 series not only brings new growth opportunities for Huawei itself but also presents new opportunities for the entire consumer electronics industry chain. With the launch of new products, the relevant industry chain is expected to continue benefiting, especially in areas such as AI innovation and the Lower down of flagship features, which are likely to become major selling points.

Dongguan Securities believes that components for the Mate 70 series have already begun shipping, and initial inventory levels are higher than those of the previous Mate 60 series. Recently, multiple terminal manufacturers have held Intensive new product launch event , with AI innovation and the Lower down of flagship features expected to become major selling points. Meanwhile, Apple's Intelligence feature officially launched in the US at the end of October. Amidst this concentrated catalysis, consumer electronics terminal demand is expected to further recover, and the performance of related sectors is also expected to continue improving.

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